See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,226 | $54,705+92.4% | $71,209+47.8% | $84,808+24.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.66% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,865 | $2,158+218.1% | $2,721+152.3% | $2,631+160.9% |
| Participant deferral / active EE | $7,592 | $3,030+150.5% | $4,175+81.8% | $4,212+80.3% |
| Admin fee / account holder | $12,287 | $4,863+152.6% | $5,349+129.7% | $7,344+67.3% |